Mitchell Sinkler & Starr Schwab Strategic Tr Us Large C Transaction History
Mitchell Sinkler & Starr
- $387 Million
- Q2 2024
A detailed history of Mitchell Sinkler & Starr transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mitchell Sinkler & Starr holds 3,443 shares of SCHG stock, worth $95,371. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,443
Previous 3,153
9.2%
Holding current value
$95,371
Previous $292,000
18.84%
% of portfolio
0.09%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$294 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$270 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$252 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$124 Million14.61% of portfolio